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home
about us
Investment Approach
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Market Analysis Summary
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Team Biographies
Firm ADV PDFs
Form CRS
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAV Program
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Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
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Back Dated Performance Reports
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Event Schedule
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Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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Microsoft
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Updated: 4:00 PM EDT, Jul 22, 2026
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The Bottleneck Behind the AI Boom Has Quietly Shifted From Chips to Power
June 23, 2026
EQNX::TICKER_START (NASDAQ:AIBZ),(CSE:AIBZ-U),(NASDAQ:MSFT),(NASDAQ:NVDA),(NYSE:TT),(NASDAQ:SMCI) EQNX::TICKER_END
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Microsoft Stock In Focus After Inking 20-Yr, 2.67 GW Power Deal With Chevron To Fuel AI Growth
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June 23, 2026
Microsoft shares are in the spotlight Tuesday after 20-year power purchase deal with Chevron for West Texas gas facility.
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June 23, 2026
A brutal two-day sell-off shouldn't scare you from buying a rare opportunity in one of the AI infrastructure sector's most important companies.
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Should You Forget Stock Picking and Just Buy This ETF Instead?
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June 23, 2026
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SpaceX Stock Has Plunged 3 Days in a Row. Is This a Red Flag or a Buying Opportunity?
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June 23, 2026
Should investors take another look at SpaceX after its decline?
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Compare portfolio concentration, sector exposure, and risk profiles to see how these two income-focused ETFs stack up for different investment goals.
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How to Convert an Excel Sheet to PPT Slides
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Excel is an excellent tool for storing data, calculations, charts, and reports. However, presenting large spreadsheets directly to an audience can be overw
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Comparing Microsoft With Industry Competitors In Software Industry
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June 23, 2026
In today's rapidly changing and fiercely competitive business landscape, it is essential for investors and industry enthusiasts to thoroughly analyze companies. In this article, we will conduct a...
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Global News Application Market Size, Share and Forecast, 2035
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June 23, 2026
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Ranking the "Magnificent Seven" From Most to Least Attractive, Based on Future Cash Flow
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June 23, 2026
Among Nvidia, Alphabet, Apple, Microsoft, Amazon, Tesla, and Meta Platforms, there are two exceptional bargains that have embraced artificial intelligence (AI).
Via
The Motley Fool
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Down 30% From Its All-Time High: Why You'll Regret Not Loading Up on Microsoft Stock Right Now
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June 23, 2026
Microsoft is doing well as a company, but the stock isn't following suit.
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AI Hyperscalers Take a Hit, and the Fed Adds Fuel to the Fire
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June 23, 2026
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Had You Parked $10,000 in This Vanguard ETF When Warren Buffett Recommended It in 2014, Here's How Much You'd Have Today
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June 23, 2026
Despite his incredible ability to pick stocks, Warren Buffett consistently advocates for low-cost index funds.
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Buy Windows Server 2022 Standard License Key: Secure, Scalable & Reliable Server Solution for Modern Businesses
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June 23, 2026
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1 Cash-Producing Stock Worth Your Attention and 2 Facing Challenges
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June 22, 2026
Two FAANG stocks are looking cheaper than they have in years.
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Stock Market Today, June 22: Alphabet Falls as AlphaFold Co-Creator’s Exit Raises AI Talent Concerns
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June 22, 2026
Alphabet has the scale to fund AI, with investors looking for Gemini, Google Cloud, and Search to turn that spending into measurable growth as talent concerns intensify.
Via
The Motley Fool
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Buying SpaceX Stock Isn't the Same as Buying Tesla's IPO Back in 2010. There's One Massive Difference
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June 22, 2026
SpaceX isn't likely to generate the mammoth returns that Tesla has since going public.
Via
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Stock Market Today, June 22: Super Micro Computer Jumps After Introducing New Platform Accelerating AI Server Backlog Growth
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June 22, 2026
Today, June 22, 2026, Super Micro Computer shares soared as investors responded to AI optimism.
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Broadcom's AI Revenue Is on Pace to Triple to $16 Billion in a Single Quarter, but the Stock Just Dipped 17%. Is This an Opportunity to Buy the Dip?
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June 22, 2026
Accelerating AI chip demand may give this top chip stock a second wind.
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Intuit, Akamai, and RingCentral Shares Plummet, What You Need To Know
June 22, 2026
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GoDaddy, Bandwidth, and GitLab Stocks Trade Down, What You Need To Know
June 22, 2026
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June 22, 2026
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June 22, 2026
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Why Salesforce (CRM) Shares Are Sliding Today
June 22, 2026
What Happened? Shares of CRM software giant Salesforce (NYSE:CRM) fell 1.8% in the afternoon session after a confluence of high-profile AI talent departures ...
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Workday, Procore Technologies, and Twilio Shares Plummet, What You Need To Know
June 22, 2026
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nCino, JFrog, and Guidewire Software Shares Plummet, What You Need To Know
June 22, 2026
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Unity, Elastic, and Wix Stocks Trade Down, What You Need To Know
June 22, 2026
What Happened? A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overh...
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Bentley Systems, Amplitude, and Okta Shares Are Falling, What You Need To Know
June 22, 2026
What Happened? A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overh...
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Upstart, Atlassian, and Asure Software Shares Are Falling, What You Need To Know
June 22, 2026
What Happened? A number of stocks fell in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overh...
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